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Share Name Share Symbol Market Type Share ISIN Share Description
Dillistone Group Plc LSE:DSG London Ordinary Share GB00B13QQB40 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 17.00 15.00 19.00 17.00 17.00 17.00 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 8.7 -0.5 -1.3 - 3

Dillistone Share Discussion Threads

Showing 226 to 250 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
27/4/2018
09:00
The market cap is well overvalued at 18million and they have lost a client which was worth 600k income to them per year: " As anticipated in our Interim statement, a SaaS contract with a major client expired in early 2018. This contract, with a client using a legacy product acquired as a result of an acquisition made several years ago, was worth in the region of £600,000 per annum in contribution terms to the Group"
gonzela
27/4/2018
08:29
Yes. I agree that with the Gated Talent innovation there is no need for them to pay a dividend as the investment case has changed from being a steady-away niche software business to a growth business which could prove to be a damp squib or shoot the lights out. Think this may track sideways until further updates on conversions. If it drops to 60p as you declare that would be a further buying opportunity for me
zoolook
27/4/2018
08:18
They are raising money, paying ridiculous interest rates and then paying out dividend: "The Board has raised £0.400m from the Directors and PDMRs (person discharging managerial responsibilities) in the form of a convertible loan note to provide continued funding for GatedTalent. The loan notes carry an interest rate of 8.15% and a conversion price of 71.6p. The loan note has a 3-year duration but with various rights for early conversion or repayment. "
gonzela
27/4/2018
08:15
"Our GatedTalent product, launched in October 2017, has been very well received with a growth trajectory that, we believe, will lead to it becoming the dominant product in its market space within a year."
wigwammer
27/4/2018
08:14
"This confidence in the future allows us to recommend a final dividend of 0.5p and we anticipate reporting further positive progress as the year progresses."
wigwammer
27/4/2018
08:11
Company is cash flow negative as stated below: "Adjusted operating profit dropped significantly to £0.309m, in part due to the investment made in GatedTalent and in part due to a decline in new licence sales. Excluding our GatedTalent investment, the Group remained cash generative across this year." Let's see when they will have to raise money.
gonzela
27/4/2018
08:08
Finals out: https://investegate.co.uk/dillistone-group-plc/rns/final-results/201804270700083177M/ Some interesting detail on Gated Talent conversion of Exec: “We are seeing significant variances in invitation conversion rates between clients. Some firms are seeing in excess of 8% of invitations leading to Profiles; others are seeing a fraction of 1% converting. What is apparent from the Profiles that have been created so far, however, is that our executive talent pool will be both senior and diverse. Currently, the three most common Job Titles for our Executives are "CEO", "Managing Director" and "General Manager". We have onboarded profiles from executives in 75 countries. A heatmap with further information on profile data is available at www.gatedtalent.com/metrics/.” I expect that the Execs converting will largely be those between jobs and have more time on their hands. The heat map is just geographical. Clearly gaining traction and the potential is there but not yet proven as transformational
zoolook
27/4/2018
08:02
"The current trading performance of the Group is positive with orders for both Dillistone Systems and Voyager Software ahead of the same period in 2017 - with the former more than 25% up on the same period in 2017 and the latter having one of the best quarters for new business orders in its history."
wigwammer
23/4/2018
21:12
This is the week when results arrive and this starts moving down to 60pence.
gonzela
20/3/2018
12:58
Further down it goes. Won't be surprised to see this taken down to 60p.
gonzela
19/3/2018
09:31
All the best to you too :)
wigwammer
18/3/2018
22:14
Let's see how quickly that paper profit evaporates.
gonzela
16/3/2018
16:17
Wigwammer, it seems market has been agreeing with me since yesterday.
gonzela
16/3/2018
09:21
Gonzela - the adjustment for the lost contract was old news - in the market - the incremental news is that beyond this they are ahead of expectations. The shares trade roughly in line with their historic levels, despite the momentum behind Gated Talent. The negatives you cite - need for cash etc - total scaremongering on your part. They generate cash internally, a large part of the product development is done, they have momentum. I purchased these a few months back and am very happy to continue holding ie you won't be getting my shares anytime soon :)
wigwammer
16/3/2018
09:06
Correct, buyers and sellers interpret information differently. I reckon this is overvalued - the drop could be as fast as the rise we have seen in the past month. Let's see how much they are paying for the growth. In the meantime, this could keep on dropping.
gonzela
16/3/2018
08:33
That's why we have buyers and sellers, we interpret information differently. You can't value growth stocks on value fundamentals. We've only had 2 updates on the take up of GatedTalent, we may get another before the results on 23 April, we'll definitely get an update with them. The Results will not reflect any revenue from GatedTalent as it was only launched in October. We already know the Op Profit so we are paying for the expected growth... "Dillistone Systems and Voyager Software are expected deliver an operating profit for the full year [>200k]; although, as previously anticipated, GatedTalent was in development and did not deliver revenue in 201"
hatfullofsky
16/3/2018
06:57
The share price has almost doubled already to show the progress but that market cap has gone ahead of itself. You said ride the wave; we could be at the top of the wave and a correction. I reckon people won't like the financial numbers next month.
gonzela
16/3/2018
06:51
Depends how much you are paying to achieve that growth and I think we will see the financial numbers next month. I reckon besides the money they raised internally,they will be requiring m!ore funds. They will claim the product is doing great and need more money to delivdr the growth and improve share liquidity. But, somehow, the raise will be at a significant discount.
gonzela
16/3/2018
00:25
You're paying for the growth, just like Zoo. Growth exceeding expectations will always draw interest from PI's, ride the wave and pick an exit. 100 clients in 5 months / 40 in Feb alone / Subscription revenue for the product is now expected to be ahead of initial expectations. we expect our clients - executive recruiters - to send "significantly more than" two million compliance messages through the platform A number of our clients have begun sending these messages and a number of executives have created profiles as a result of this. We expect these numbers to increase significantly as the May deadline for GDPR compliance approaches." I expect similar growth rates into March / April / May until the compliance deadline of May 25th GatedTalent takes the risk out of the whole process and puts the control in the hands of the executive.
hatfullofsky
15/3/2018
22:14
See for yourself: the figures are prior to acquisition related items and any adjustment related to the previously announced contract termination. Wonder how much these amount to. If GatedTalent were that great, why are they not providing financial figures for it? Even they don't expect profitability from it until two years down the line. The share price went ahead of itself too eartly.
gonzela
15/3/2018
16:58
Or this one?"The Company has previously stated that GatedTalent is the fastest growing new product in its history. We are now pleased to report that demand has accelerated in February, with close to two new contracts being signed each working day in this month. Subscription revenue for the product is now expected to be ahead of initial expectations."
wigwammer
15/3/2018
16:56
??? Did you miss this one?"This improvement means that operating profits for 2017 will be considerably better than current market expectations of GBP200,000 of operating profit, prior to acquisition related items and any adjustment related to the previously announced contract termination"
wigwammer
15/3/2018
12:47
This looks overvalued after going through RNS: As announced in June, the Group has been informed that a contract with a major client is likely to expire later this year or early next. This contract, which is with a client using a legacy product acquired as a result of an acquisition made several years ago, is worth in the region of £600,000 per annum in contribution terms to the Group. An amendment to the contract has been agreed which will give the client the rights to terminate at 3 months' notice during the contract term to 30 November 2018 (which can be extended by agreement). At this stage, the timing of the exit is unclear and so no impairment has been recognised in these interim statements nor has a detailed review been carried out of the remaining useful economic life. A full and comprehensive review will be carried out at the yearend when the position should be clearer. Any required adjustment will have no impact on cash. Moreover, there is this line as well: GatedTalent is not expected to realise significant revenue before 2018 nor to be profitable before 2020.
gonzela
14/3/2018
12:10
Drop the bid to hopefully scare some investors. £5.1k buy went through at 106p (above ask price) on NEX just before lunch.
gonzela
13/3/2018
10:21
Well, the market makers aren't really allowing buys!!!
gonzela
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
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